PFC Capital Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Sell |
7,951
-1,050
| -12% | -$106K | 0.37% | 51 |
|
|
2025
Q1 | $990K | Sell |
9,001
-269
| -3% | -$29.6K | 0.5% | 40 |
|
|
2024
Q4 | $1.17M | Sell |
9,270
-750
| -7% | -$94.5K | 0.56% | 35 |
|
|
2024
Q3 | $1.37M | Sell |
10,020
-250
| -2% | -$34.1K | 0.66% | 34 |
|
|
2024
Q2 | $1.41M | Sell |
10,270
-1,900
| -16% | -$260K | 0.7% | 33 |
|
|
2024
Q1 | $1.81M | Sell |
12,170
-500
| -4% | -$74.3K | 0.97% | 27 |
|
|
2023
Q4 | $1.99M | Buy |
+12,670
| New | +$1.99M | 1.18% | 22 |
|